Apple Bets on Foldable iPhone Under New CEO
Speakers
Woo Jin Ho
— Analyst, Bloomberg Intelligence (Hardware)
Summary
Bloomberg Intelligence's Woo Jin Ho discusses Apple's September product event, where a foldable iPhone Ultra is expected to headline under new CEO John Ternus. He sees healthy initial demand signals from supply-chain production increases and argues Ternus' hardware background could refocus Apple on ecosystem expansion and new devices. Key watch items include smart glasses and how wearables tie into the iPhone.
- Apple's September 9 event is John Ternus's first major product event as CEO.
- A foldable iPhone Ultra is expected to be the headline device.
- Woo Jin Ho says Apple raised supply-chain production volume requests, supporting a healthy launch of around 10 million units.
- Ternus's hardware background may shift focus back to integrated hardware and ecosystem expansion.
- AirPods and home devices are also expected to be refreshed.
- Apple stock is up over 17% this year; Woo Jin Ho says Ternus has runway.
- Smart glasses and AR integration are key future product signals to watch.
Ideas
Apple foldable iPhone demand looks healthy.
Apple's rumored foldable iPhone Ultra should see healthy launch demand: foldable devices are popular globally, Apple has increased production volume requests to its supply chain, and initial launch-cycle volumes could be around 10 million units. Woo Jin Ho adds that Apple never needed to be first to compete successfully against Samsung.
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Speakers: Woo Jin Ho · Tickers: AAPL